Vestmark Advisory Solutions’s TFS Financial TFSL Stock Holding History

Vestmark Advisory Solutions’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.03M	Buy	170,946 +36,592	+27%	+$571K	0.03%	547
2026 Q1	$1.89M	Buy	134,354 +74,123	+123%	+$1.05M	0.02%	650
2025 Q4	$806K	Buy	60,231 +4,559	+8%	+$62.4K	0.01%	865
2025 Q3	$733K	Sell	55,672 -32,064	-37%	-$424K	0.01%	612
2025 Q2	$1.14M	Buy	87,736 +48,673	+125%	+$627K	0.02%	473
2025 Q1	$484K	Buy	39,063 +7,301	+23%	+$93.5K	0.01%	517
2024 Q4	$399K	Buy	31,762 +12,226	+63%	+$163K	0.01%	449
2024 Q3	$251K	Buy	19,536 +1,016	+5%	+$13.4K	0.01%	491
2024 Q2	$234K	Buy	18,520 +4,594	+33%	+$57.8K	0.01%	500
2024 Q1	$175K	Buy	13,926 +376	+3%	+$4.97K	0.01%	515
2023 Q4	$199K	Buy	13,550 +2,370	+21%	+$30.6K	0.01%	494
2023 Q3	$132K	Buy	+11,180	New	+$150K	0.01%	414

Other funds holding TFSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Vestmark Advisory Solutions's TFSL Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its TFS Financial (TFSL) stake by 27% in Q2 2026, buying an estimated $571K and bringing the position to 170,946 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #547.

Vestmark Advisory Solutions first reported a position in TFSL in Q3 2023 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

Vestmark Advisory Solutions held 170,946 shares of TFS Financial worth $3.03M as of Q2 2026.
Vestmark Advisory Solutions bought 36,592 TFS Financial shares in Q2 2026, an estimated $571K.
TFS Financial made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #547 holding.
Vestmark Advisory Solutions first reported a position in TFS Financial in Q3 2023 and has held it in 12 quarters since.
235 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.